Quick Start: Your First Sequence
Create your first AI-powered sequence template in 5 minutes.
Let's create a powerful sequence template together. By the end of this tutorial, you'll have built a multi-step email sequence with AI personalization that adapts to each prospect. For a deeper dive into all available step types, see Building Sequence Steps. No theory, just action.
What We're Building
A 3-step email sequence that:
Introduces your solution with personalized pain points
Follows up with relevant social proof
Closes with a clear call-to-action
Uses AI to customize every message
Step 1: Create Your Template (30 seconds)
Navigate to GTM Playbook in the left sidebar
Click Sequences
Click the yellow New Sequence button in the top right
Give it a name: "My First Sales Sequence"
Leave all the other options for now
Click Create Sequence Template
You're now in the Sequence Builder! Time to add your first step by clicking ‘Add Step’
Step 2: Use AI Assist to Write Your First Email (2 minutes)
Click on ‘AI Assist’ to the bottom left of your screen
Give it some basic instructions, like ‘Help me write a compelling cold email to <contact>
Using < will give a list of AI tags you can insert into your instructions at any point, including things like <contact> (the person you’re reaching out to), <buyer> (the account you’re targeting), or <revveal> which will show you a list of available research you can ask AI to utilize.
That’s it, just wait for the perfect prompt to be generated for you by our AI Assistant, and you’ll be ready to move on
Note: In ‘AI Writer’ mode, AI takes care of creating the perfect subject line for you
Step 3: Name Your Step
For ease of reference in the future, give your sequence step a simple but descriptive name, found over on the right panel under the ‘mode’ options (more on ‘modes’ later)
Step 4: Add More Steps
Add another sequence step, then use the AI Assist to create a new prompt for you
Name that step
Adjust the time delay between messages if you’d like
Repeat once more
And voila, you have a 3-step sequence that will be fully personalized to your prospects when you create a campaign!
See It in Action
To see your personalized sequences generated for real prospects:
Create a campaign and select this template
Add contacts to the campaign
Watch as AI creates unique sequences for each prospect
Learn more in Creating Campaigns.
Level Up Your Sequences
Try These Next:
Add LinkedIn Steps
Change delivery method to LinkedIn
Create connection requests
Add InMail messages
Create Phone Scripts
Add a phone call step
Include objection handling
Create voicemail templates
Test Writing Styles
Click "Edit Sequence"
Adjust AI Writing Style sliders
See how tone changes
Build a Resource Library
Add case studies as resources
Link testimonials
Include in AI snippets for dynamic personalization
Clone and Iterate
Clone this template or any template from our global library
Test different approaches
A/B test messaging
What's Next?
Master All Step Types - Email, LinkedIn, phone, and more
Deep Dive on AI Snippets - Advanced personalization techniques
Perfect Your Writing Style - Fine-tune AI output
Explore Variables - Add additional custom variables from your CRM to RevvedUp
Related Features
Sequence Building
Sequences Overview - Introduction to sequences and templates
Building Sequence Steps - All step types: email, LinkedIn, phone
AI Snippets - Advanced personalization with dynamic content
Writing Controls - Fine-tune AI writing style
Variables - Custom CRM fields and dynamic content
Testing & Optimization
Lifecycle & Testing - Test and refine your sequences
AI Prompt Best Practices - Get better AI-generated content
Using Sequences
Creating Campaigns - Use sequences in campaigns
Content Review - Review AI-generated content
AI Sequence Writing - How AI generates sequence content
Configuration
Seller Profiles - Voice and style settings
Resources - Case studies and content for AI to reference
Remember: The best sequences combine proven frameworks with authentic personalization. Start simple, test often, and scale what works!
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